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ABPCX vs BALFX
ABPCX vs BALFX Comparison
Open Charts ABPCX vs BALFX
AB Sustainable Thematic Bal Port C
Price$11.07
Change+$0.10 (+0.91%)
VolumeN/A
Net Assets79.72M
American Funds American Balanced F1
Price$33.09
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets223.62B
ABPCX vs BALFX Comparison Chart
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ABPCX vs. BALFX commentary
Apr 12, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ABPCX is a Buy and BALFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 224B vs. ABPCX (79.7M). BALFX pays higher dividends than ABPCX: BALFX (1.95) vs ABPCX (0.09). ABPCX was incepted earlier than BALFX: ABPCX (22 years) vs BALFX (24 years). ABPCX (2.00) is less costly to investors than BALFX (0.62). BALFX is a more actively managed with annual turnover of: 171.00 vs. ABPCX (53.00). BALFX has a lower initial minimum investment than ABPCX: BALFX (250) vs ABPCX (2500). BALFX annual gain was more profitable for investors over the last year : 0.87 vs. ABPCX (-5.68). BALFX return over 5 years is better than : 35.20 vs. ABPCX (3.26).
| ABPCX | BALFX | ABPCX / BALFX | |
| Total Expense Ratio | 1.75 | 0.62 | 282% |
| Annual Report Gross Expense Ratio | 2.00 | 0.62 | 323% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | -9.414 | -3.237 | 291% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.7M | 224B | 0% |
| Annual Yield % from dividends | 0.09 | 1.95 | 4% |
| Returns for 1 year | -5.68 | 0.87 | -655% |
| Returns for 3 years | -6.00 | 10.30 | -58% |
| Returns for 5 years | 3.26 | 35.20 | 9% |
| Returns for 10 years | -1.83 | 45.49 | -4% |
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